Our Process

1 - Develop Your Wealth Strategy

Learn and define your goals and objectives
Construct a detailed investment plan that addresses your six key wealth management issues:
Investment analysis, debt analysis, retirement funding, estate investment planning, insurance and education funding
Develop multiple investment solutions for you

2 - Presentation

Present, review and refine both your investment plan and your solutions

3 - Implementation

Execute our implementation process:
Complete paperwork, fund accounts, explain mailings, set up online access and review first statement
Ensure that you understand each step and are comfortable throughout the entire process

4 - Communication and Reporting

Review and update performance
Summarize economic outlook and review investment strategy
Contact you to address any outstanding administrative issues
Conduct an in-person comprehensive review of your financial and investment allocation

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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